Client Services Specialist (portuguese)

Client Services Specialist (Portuguese)

Axi is a leading global provider of margin and deliverable Foreign Exchange, Contracts for Difference (CFDs), and Financial Spread betting. Our business has evolved into a world-class, multifaceted brokerage with offices in six regions. With heavy investment in the latest trading technology, Axi seeks to offer the most comprehensive end-to-end trading experience available, servicing traders of all levels from beginners to institutional-level clients.

The role will represent the Organisation & the Global Client Services department within a model that differentiates Axi brand, from its competitors globally.

You will:

• Be the primary point of contact for clients, delivering personalized support and addressing their inquiries, concerns, and requests in a timely, empathetic, and professional manner.
• Proactively and effectively manage and follow up on the inquiries/complaints of the current/prospective clients in accordance with established internal policies and department SOPs.
• Perform trade investigation/validation/affirmation for MT4.
• Escalating any cash adjustments required and compliance issues.
• Collaborate with internal teams within the Retail Services Division, Settlements and Compliance, to deliver a highly personalized client experience.
• Understand customers' needs and convert constructive feedback to management.
• Manage escalations to Senior managers and relevant Stakeholders as appropriate.
• Ensure adherence to quality standards, regulatory requirements, and protocols while meeting KPI and SLA consistently both individually and as a team.
• Be the subject matter expert with Axi's trading products and platforms and keep up to date on general market conditions to attend inquiries and provide first-class trading experience.
• Ensure compliance with the CX Charter, Code of Conduct, company policies, procedures, guidelines, and training plans by meeting the obligations and standards set out in Axi's compulsory literature available on the internal confluence application and Ignite (learning management system).

Are you the one?

• Proven experience in a customer service role, preferably within the financial services industry.
• Excellent communication and interpersonal skills with the ability to empathize with clients.
• Fluent Level of Portuguese and proficient knowledge of the English language both verbal and written.
• Fluent Spanish will be considered as a great advantage.
• Affinity and interest in the financial markets.
• General computer literacy (knowledge of operating systems and office package).
• Strong problem-solving abilities and a keen attention to detail.
• Ability to work well in a team environment and collaborate effectively with colleagues and other departments.
• Proficiency in using CRM and Service desk systems, preferably Zendesk and Salesforce.
• Ability to multitask and prioritize workload in a fast-paced environment.
• General awareness of global happenings and updated on news and trends.
• Commitment to continuous learning and professional development.
• Self-driven and proactive Mindset, not afraid of taking on challenges or responsibilities.
• Comfortable working on hybrid work mode.

Axi's bag of delights:

• Competitive and attractive compensation.
• Extensive learning opportunities, such as professional training and certifications and soft skills development.
• 21 annual leave days per year, 5 paid study leave days per year, and 1 paid volunteer day per year.
• Subsidized local gym membership.
• Health Insurance.
• Hybrid work mode for greater flexibility

Axi's interview journey:

• Talent Acquisition Interview (45 minutes)
• Take Home Assessment (1 hour)
• Hiring Manager Interview (1 hour)
• Head of Department Interview (30 minutes)

At Axi, we prioritize creating a workplace that upholds fairness and respect for all. We encourage every individual within our community to contribute towards a culture where everyone feels a sense of belonging and is treated with the dignity they deserve. We make all employment-related decisions—whether in hiring, compensation, training, performance reviews, or termination—based on merit and without bias, ensuring equal opportunities for everyone. We consciously work to identify and overcome any unconscious biases, with a commitment to fostering an inclusive environment where every employee and candidate feels genuinely welcomed and valued.